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Micrso Strategy Advanced Guide
1.
Advanced Reporting Guide: Enhancing
Your Business Intelligence Application with MicroStrategy Desktop Version: 8.0.1 Document Number: 09450801
2.
Tenth Edition, July
2005, version 8.0.1 To ensure that you are using the documentation that corresponds to the software you are licensed to use, compare this version number with the software version shown in “About MicroStrategy...” in the Help menu of your software. Document number: 09450801 Copyright © 2005 by MicroStrategy Incorporated. All rights reserved. If you have not executed a written or electronic agreement with MicroStrategy or any authorized MicroStrategy distributor, the following terms apply: This software and documentation are the proprietary and confidential information of MicroStrategy Incorporated and may not be provided to any other person. Copyright © 2001-2005 by MicroStrategy Incorporated. All rights reserved. THIS SOFTWARE AND DOCUMENTATION ARE PROVIDED “AS IS” AND WITHOUT EXPRESS OR LIMITED WARRANTY OF ANY KIND BY EITHER MICROSTRATEGY INCORPORATED OR ANYONE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, GOOD TITLE AND NONINFRINGMENT, QUALITY OR ACCURACY. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE AND DOCUMENTATION IS WITH YOU. SHOULD THE SOFTWARE OR DOCUMENTATION PROVE DEFECTIVE, YOU (AND NOT MICROSTRATEGY, INC. OR ANYONE ELSE WHO HAS BEEN INVOLVED WITH THE CREATION, PRODUCTION, OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION) ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING, REPAIR, OR CORRECTION. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU. In no event will MicroStrategy, Inc. or any other person involved with the creation, production, or distribution of the Software be liable to you on account of any claim for damage, including any lost profits, lost savings, or other special, incidental, consequential, or exemplary damages, including but not limited to any damages assessed against or paid by you to any third party, arising from the use, inability to use, quality, or performance of such Software and Documentation, even if MicroStrategy, Inc. or any such other person or entity has been advised of the possibility of such damages, or for the claim by any other party. In addition, MicroStrategy, Inc. or any other person involved in the creation, production, or distribution of the Software shall not be liable for any claim by you or any other party for damages arising from the use, inability to use, quality, or performance of such Software and Documentation, based upon principles of contract warranty, negligence, strict liability for the negligence of indemnity or contribution, the failure of any remedy to achieve its essential purpose, or otherwise. The entire liability of MicroStrategy, Inc. and your exclusive remedy shall not exceed, at the option of MicroStrategy, Inc., either a full refund of the price paid, or replacement of the Software. No oral or written information given out expands the liability of MicroStrategy, Inc. beyond that specified in the above limitation of liability. Some states do not allow the limitation or exclusion of liability for incidental or consequential damages, so the above limitation may not apply to you. The information contained in this manual (the Documentation) and the Software are copyrighted and all rights are reserved by MicroStrategy, Inc. MicroStrategy, Inc. reserves the right to make periodic modifications to the Software or the Documentation without obligation to notify any person or entity of such revision. Copying, duplicating, selling, or otherwise distributing any part of the Software or Documentation without prior written consent of an authorized representative of MicroStrategy, Inc. are prohibited. U.S. Government Restricted Rights. It is acknowledged that the Software and Documentation were developed at private expense, that no part is public domain, and that the Software and Documentation are Commercial Computer Software provided with RESTRICTED RIGHTS under Federal Acquisition Regulations and agency supplements to them. Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFAR 252.227-7013 et. seq. or subparagraphs (c)(1) and (2) of the Commercial Computer Software—Restricted Rights at FAR 52.227-19, as applicable. Contractor is MicroStrategy, Inc., 1861 International Drive, McLean, Virginia 22102. Rights are reserved under copyright laws of the United States with respect to unpublished portions of the Software. The following are either trademarks or registered trademarks of MicroStrategy Incorporated in the United States and certain other countries: MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy Architect, MicroStrategy Bi Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer Analyzer, MicroStrategy Desktop, MicroStrategy Desktop Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server, MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Alarm, Alarm.com, Alert.com, Angel, Angel.com, Application Development and Sophisticated Analysis, Best In Business Intelligence, Centralized Application Management, Changing The Way Government Looks At Information, DSS Agent, DSS Architect, DSS Broadcaster, DSS Broadcaster Server, DSS Office, DSS Server, DSS Subscriber, DSS Telecaster, DSS Web, eBroadcaster, eCaster, eStrategy, eTelecaster, Information Like Water, Insight Is Everything, Intelligence Through Every Phone, Intelligence To Every Decision Maker, Intelligent E-Business, IWAPU, Personal Intelligence Network, Personalized Intelligence Portal, Query Tone, Quickstrike, Rapid Application Development, Strategy.com, Telepath, Telepath Intelligence, Telepath Intelligence (and Design), The E-Business Intelligence Platform, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Intelligence Company, The Platform For Intelligent E-Business, The Power Of Intelligent eBusiness, The Power Of Intelligent E-Business, and The Scalable Business Intelligence Platform Built For The Internet are all registered trademarks or trademarks of MicroStrategy Incorporated. All other products are trademarks of their respective holders. Specifications subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development. This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,501,832, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,707,889, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693 and 6,885,734. Other patent applications are pending.
3.
Various MicroStrategy products
contain the copyrighted technology of third parties. This product may contain one or more of the following copyrighted technologies: Graph Generation Engine Copyright © 1998-2004. Three D Graphics, Inc. All rights reserved. Actuate® Formula One. Copyright © 1993-2004 Actuate Corporation. All rights reserved. XML parser Copyright © 2003 Microsoft Corporation. All rights reserved. Xalan XSLT processor. Copyright © 1999-2004. The Apache Software Foundation. All rights reserved. Xerces XML parser. Copyright © 1999-2004. The Apache Software Foundation. All rights reserved. FOP XSL formatting objects. Copyright © 2004. The Apache Software Foundation. All rights reserved. Portions of Intelligence Server memory management Copyright 1991-2004 Compuware Corporation. All rights reserved. International Components for Unicode Copyright © 1999-2004 Compaq Computer Corporation Copyright © 1999-2004 Hewlett-Packard Company Copyright © 1999-2004 IBM Corporation Copyright © 1999-2004 Hummingbird Communications Ltd. Copyright © 1999-2004 Silicon Graphics, Inc. Copyright © 1999-2004 Sun Microsystems, Inc. Copyright © 1999-2004 The Open Group All rights reserved. Real Player and RealJukebox are included under license from Real Networks, Inc. Copyright © 1999-2004. All rights reserved.
4.
5.
CONTENTS
Document description.............................................................. xix Who should use this guide......................................................xx Prerequisites ...........................................................................xx Objectives ...............................................................................xx About this book ............................................................................ xxi Typographical standards ............................................................ xxii For online and printed documentation .................................. xxii For printed documentation only ........................................... xxiii Resources................................................................................... xxv Product documentation ......................................................... xxv Installed documentation ........................................................ xxv International support ...........................................................xxviii User assistance ........................................................................xxviii Online help........................................................................... xxix Technical Support ................................................................ xxix Feedback ................................................................................. xxxiv 1. Introduction to Introduction.................................................................................. 1 Advanced Reporting Basic MicroStrategy terminology ................................................... 2 Source systems ....................................................................... 2 ETL process............................................................................. 2 Data warehouse....................................................................... 3 Logical data model................................................................... 4 Physical warehouse schema ................................................... 4 Metadata database .................................................................. 5 Facts ........................................................................................ 6 © 2005 MicroStrategy, Inc. v
6.
Contents
Advanced Reporting Guide Attributes.................................................................................. 7 Metrics ..................................................................................... 9 Reports .................................................................................. 10 Report Objects............................................................................. 10 Moving to advanced reporting ..................................................... 11 2. Reports Introduction................................................................................ 13 Before you begin.......................................................................... 14 Reporting Essentials review................................................... 14 The basic report........................................................................... 17 Filtering ........................................................................................ 19 What is a filter? ...................................................................... 19 What is a report limit? ............................................................ 20 The difference between report filters and report limits........... 22 What is a metric qualification? ............................................... 26 What is report as filter? .......................................................... 30 Understanding how a report is executed ..................................... 31 Data definition and view definition objects ............................. 32 Intelligent Cubes .................................................................... 33 View filters ................................................................................... 35 What is a view filter? .............................................................. 35 Derived metrics............................................................................ 38 What is a derived metric? ...................................................... 38 Dynamic aggregation................................................................... 40 What is dynamic aggregation?............................................... 40 View filter effects.......................................................................... 42 The effect of view filters on metrics........................................ 42 The effect of view filters on dynamic aggregation.................. 43 Metric qualification in the view filter ....................................... 46 View definition in the report execution cycle................................ 49 Exceptions to dynamic aggregation............................................. 50 Subtotals...................................................................................... 54 What are subtotals? ............................................................... 54 What are custom subtotals? .................................................. 60 What are user-defined subtotals? .......................................... 63 What are smart subtotals? ..................................................... 71 Shortcut metrics........................................................................... 73 What are shortcut metrics? .................................................... 73 vi © 2005 MicroStrategy, Inc.
7.
Advanced Reporting Guide
Contents Advanced sorting ......................................................................... 74 Formatting.................................................................................... 78 Formatting Cells dialog box ................................................... 78 Formatting layers ................................................................... 87 Order of layers ....................................................................... 92 Autostyles .............................................................................. 97 Deployment.................................................................................. 98 Project progression ................................................................ 98 Predesigned reports ............................................................ 102 Deploying predesigned reports ............................................ 105 Shortcut to a filter................................................................. 108 Shortcut to a template.......................................................... 109 Object templates .................................................................. 114 Evaluation order......................................................................... 118 Default evaluation order....................................................... 119 Specified evaluation order ................................................... 120 Evaluation order in data definition and view definition ......... 120 Find and replace ........................................................................ 127 Bulk export................................................................................. 130 3. Creating Freeform Introduction.............................................................................. 133 SQL Reports Freeform SQL reporting............................................................. 136 When should I use the Freeform SQL reporting feature? .... 136 SQL query syntax ................................................................ 137 SQL support......................................................................... 138 Freeform SQL reports vs. standard reports ......................... 140 Freeform SQL reports in Report Services documents ......... 141 Reporting features ..................................................................... 143 Filters ................................................................................... 143 Prompts ............................................................................... 143 Drilling .................................................................................. 147 Security for data access ............................................................ 148 Access control list ................................................................ 148 Security filters ...................................................................... 149 Managed objects ....................................................................... 153 Creating Freeform SQL reports ................................................. 158 Creating a Freeform SQL report from a database ............... 158 Creating a Freeform SQL report from an Excel file.............. 160 Creating a Freeform SQL report from a text file................... 163 Creating a Freeform SQL report using a stored procedure . 166 © 2005 MicroStrategy, Inc. vii
8.
Contents
Advanced Reporting Guide 4. Creating OLAP Cube Introduction.............................................................................. 169 Reports MicroStrategy integration with SAP BW .................................... 171 Understanding MicroStrategy architecture........................... 172 Understanding the SAP BW terminology ................................... 176 Relating SAP BW objects to MicroStrategy objects................... 179 SAP BW variables ............................................................... 185 SAP BW structures .............................................................. 188 Using the OLAP Cube Catalog .................................................. 188 Importing cubes ................................................................... 189 Mapping cubes .................................................................... 191 Reporting features ..................................................................... 197 Filters ................................................................................... 197 Prompts ............................................................................... 199 Drilling .................................................................................. 201 Setting display hierarchy...................................................... 202 Related features ........................................................................ 202 Managed objects ................................................................. 203 Authentication ...................................................................... 203 Connecting to SAP BW servers................................................. 204 Windows .............................................................................. 204 UNIX .................................................................................... 205 Creating OLAP cube reports...................................................... 208 5. Filters Introduction.............................................................................. 211 Types of filters ........................................................................... 212 Report filter options.................................................................... 212 Attribute qualification ................................................................. 213 Attribute element list qualification ........................................ 213 Attribute form qualification ................................................... 215 Attribute-to-attribute qualification ......................................... 218 Attribute Qualification Prompt .............................................. 220 Set qualification ......................................................................... 220 Set qualification: metric qualification.................................... 221 Set qualification: relationship qualification ........................... 226 Metric qualification prompt ................................................... 227 Shortcut to a report .................................................................... 227 Report Object Prompt .......................................................... 228 Shortcut to a filter....................................................................... 228 Filter Object Prompt ............................................................. 229 viii © 2005 MicroStrategy, Inc.
9.
Advanced Reporting Guide
Contents Advanced qualification: custom expression............................... 229 Advanced qualification: relationship filters ........................... 229 Advanced qualification: apply functions ............................... 230 Advanced qualification: joint element list ................................... 231 6. Metrics Introduction.............................................................................. 235 Metric types ............................................................................... 236 Simple metrics ..................................................................... 236 Nested metrics ..................................................................... 238 Compound metrics............................................................... 239 Derived metrics .................................................................... 240 Distinguishing between simple and compound metrics ....... 240 Definition of simple metrics........................................................ 241 Formula................................................................................ 242 Level .................................................................................... 244 Example 1: Using level metrics.................................................. 259 Example 2: Using level metrics.................................................. 265 Example 3: Removing report level............................................. 271 Condition.............................................................................. 272 Transformation..................................................................... 275 Definition of compound metrics ................................................. 276 Smart metrics....................................................................... 277 Evaluation order................................................................... 279 Metric aggregation and subtotals............................................... 279 Subtotals .............................................................................. 280 Dynamic aggregation ........................................................... 281 Join specification ....................................................................... 282 Inner joins versus outer joins ............................................... 282 Formula join type for compound metrics.............................. 284 Joins between metrics ......................................................... 285 Metric-specific VLDB properties ................................................ 285 Metric VLDB properties........................................................ 287 Analytical Engine VLDB properties for metrics .................... 288 Metric column alias .................................................................... 290 Formatting metrics ..................................................................... 291 Number display codes ......................................................... 292 Symbols and their functions................................................. 293 Colors .................................................................................. 296 Creating metrics in the Report Editor......................................... 296 © 2005 MicroStrategy, Inc. ix
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Contents
Advanced Reporting Guide Derived metrics .................................................................... 297 Shortcut metrics ................................................................... 299 Useful functions ......................................................................... 303 Rank .................................................................................... 303 Count ................................................................................... 304 Running and moving sums and averages............................ 304 N-tile .................................................................................... 305 First and Last ....................................................................... 305 Creating metrics in the Command Manager .............................. 305 Operators and functions ...................................................... 306 Level .................................................................................... 307 Level filtering........................................................................ 308 Level grouping ..................................................................... 309 Additional level capabilities .................................................. 311 Pass-through functions ........................................................ 312 7. Data Mining Services Introduction.............................................................................. 313 Data Mining Services................................................................. 314 Approaches for data mining with MicroStrategy .................. 315 The Data Mining Services Workflow .................................... 320 Predictive metrics and performance .................................... 321 Creating a dataset report ........................................................... 322 Data mining datasets ........................................................... 323 Guidelines for creating a dataset report............................... 325 Predictive input metrics........................................................ 327 Using non-MicroStrategy datasets....................................... 334 Creating a predictive model ....................................................... 335 Using third-party applications............................................... 335 Using MicroStrategy............................................................. 336 Importing the predictive model................................................... 344 Data mining function parameters ......................................... 347 Returning confidences/probabilities instead of scores......... 348 Aggregating predictive metrics............................................. 349 Using the predictive metric ........................................................ 350 Using the predictive metric in reports................................... 350 Using the predictive metric in other objects ......................... 351 Predictive Model Viewer ...................................................... 351 Example..................................................................................... 352 x © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Contents 8. Custom Groups and Introduction.............................................................................. 359 Consolidations Custom groups .......................................................................... 360 Benefits of using a custom group .............................................. 361 Banding qualification............................................................ 362 Example: banding points ........................................................... 364 Custom group elements............................................................. 367 Custom group element headers........................................... 368 Custom group options.......................................................... 368 Sorting custom groups ......................................................... 371 Sorting by metric values of items ......................................... 372 Changing the position of totals ............................................ 373 Changing the position of element headers .......................... 374 Custom groups and SQL ........................................................... 375 Example: custom groups ........................................................... 376 Consolidations ........................................................................... 377 Create a “virtual” attribute .................................................... 378 Perform row level math ........................................................ 379 Consolidation elements ............................................................. 380 Elements of the same attribute ............................................ 381 Elements from different levels.............................................. 382 Elements from unrelated attributes ...................................... 383 Existing elements................................................................. 383 Importing elements .............................................................. 383 Evaluation order......................................................................... 384 Consolidations and SQL ............................................................ 385 Example: consolidations ............................................................ 386 Custom group and consolidation comparison............................ 387 Arithmetic operations ........................................................... 388 Site of final calculation ......................................................... 389 SQL efficiency...................................................................... 389 Recursive definition ............................................................. 389 Display mode ....................................................................... 390 Subtotals .............................................................................. 390 9. Prompts Introduction.............................................................................. 391 What is a prompt?...................................................................... 392 Prompt search ability ........................................................... 393 Prompt properties ................................................................ 393 Types of prompts ....................................................................... 394 © 2005 MicroStrategy, Inc. xi
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Contents
Advanced Reporting Guide Filter definition prompts........................................................ 394 Example: filter definition prompt........................................... 397 Object prompts .................................................................... 397 Example: object prompt ....................................................... 398 Value prompts...................................................................... 399 Example: value prompt ........................................................ 400 Level prompts ...................................................................... 400 Example: level prompt ......................................................... 401 Saving reports with prompts ...................................................... 401 Example: basic prompts....................................................... 402 System prompts......................................................................... 402 10. Facts Introduction.............................................................................. 405 What is a fact? ........................................................................... 405 Fact structure............................................................................. 406 Fact definition ...................................................................... 407 Fact expressions.................................................................. 408 Column alias ........................................................................ 410 Level extensions .................................................................. 411 Defining facts ............................................................................. 420 Example: fact definition........................................................ 420 11. Attributes Introduction.............................................................................. 421 What is an attribute?.................................................................. 422 Attribute elements ................................................................ 423 Attribute forms ........................................................................... 425 Attribute form properties ...................................................... 426 Attribute form expressions ................................................... 427 Attributes and SQL .............................................................. 430 Column alias ........................................................................ 431 Form groups .............................................................................. 432 Attribute relationships ................................................................ 433 Joint child relationships........................................................ 433 Attribute display ......................................................................... 434 Using attribute forms versus characteristic attributes .......... 435 Compound attributes ................................................................. 435 Example: creating a compound attribute ................................... 436 xii © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Contents 12. HTML Documents Introduction.............................................................................. 437 HTML document layout.............................................................. 438 Advanced concepts: XML and XSL ........................................... 439 XML ..................................................................................... 439 XSL ...................................................................................... 440 Creating HTML documents........................................................ 441 HTML document views ........................................................ 442 Report characteristics .......................................................... 442 Image URLs ......................................................................... 443 Best practices for creating dashboards ..................................... 445 Layout .................................................................................. 445 Parameters for dashboard design........................................ 445 Implementing gauge-based dashboards ................................... 448 Example: implementing a gauge-based dashboard .................. 449 XSL samples for simple customization ...................................... 452 Example: building an HTML document...................................... 454 13. Hierarchies Introduction.............................................................................. 455 Types of hierarchies .................................................................. 456 System hierarchy ................................................................. 456 User hierarchies................................................................... 457 Hierarchy tools ..................................................................... 457 Hierarchy organization............................................................... 458 Hierarchy structure............................................................... 459 Hierarchy display ....................................................................... 460 Locked hierarchy ................................................................. 460 Limited hierarchy ................................................................. 461 Filtered hierarchy ................................................................. 462 Entry point.................................................................................. 463 Hierarchy browsing .................................................................... 464 Drilling down using hierarchies ............................................ 466 14. Drill Maps Introduction.............................................................................. 467 What is drilling? ......................................................................... 467 Drill maps and drill paths...................................................... 468 Default drill paths ................................................................. 468 Creating custom drill maps and paths ....................................... 469 Drill map association.................................................................. 474 © 2005 MicroStrategy, Inc. xiii
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Contents
Advanced Reporting Guide Levels of drill map association ............................................. 475 Removing associations ........................................................ 477 15. Logical Tables Introduction.............................................................................. 479 Logical tables............................................................................. 480 How should I use logical tables? ............................................... 481 Creating logical tables ............................................................... 482 Using SQL for logical views ................................................. 483 Logical view examples............................................................... 483 Business case 1: Distinct attribute lookup table................... 483 Business case 2: Attribute form expression across multiple tables ................................................................................... 485 Business case 3: Slowly changing dimensions.................... 486 Business case 4: One-to-many transformation tables ......... 497 Business case 5: Outer joins between attribute lookup tables... 498 16. Data Marting Introduction.............................................................................. 503 Associated terminology.............................................................. 503 Sample business scenarios ....................................................... 504 The output of data mart reports: relational tables ................ 505 Custom groups in data mart tables ...................................... 507 17. Transformations Introduction.............................................................................. 511 What is a transformation?.......................................................... 512 Transformation metrics .............................................................. 513 Transformation metrics and joint child attributes ................. 514 Transformation components ...................................................... 515 Example: transformations .......................................................... 517 18. Aggregate Tables Introduction.............................................................................. 519 Why should I use aggregate tables? ......................................... 520 Aggregation terminology ............................................................ 521 Aggregation versus pre-aggregation.................................... 521 Degree of aggregation ......................................................... 524 When should I use aggregate tables? ....................................... 524 Frequency of queries at the level......................................... 525 xiv © 2005 MicroStrategy, Inc.
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Contents Relationship between the parent and child .......................... 526 Compression ratio................................................................ 527 Integrating aggregate tables ...................................................... 527 Logical table size ................................................................. 528 19. Partition Mapping Introduction.............................................................................. 529 Server versus application partitioning........................................ 530 Server-level partitioning ....................................................... 530 Application-level partitioning ................................................ 530 Metadata partition mapping ....................................................... 531 Homogenous and heterogeneous partitions ........................ 531 Data slices ........................................................................... 532 Attribute qualifications.......................................................... 533 Warehouse partition mapping.................................................... 533 Metadata versus warehouse partition mapping ......................... 534 A. MicroStrategy Tutorial Introduction.............................................................................. 535 What is the MicroStrategy Tutorial?........................................... 535 The MicroStrategy Tutorial data model...................................... 538 Geography hierarchy ........................................................... 540 Products hierarchy ............................................................... 542 Customers hierarchy............................................................ 544 Time hierarchy ..................................................................... 546 Promotions hierarchy ........................................................... 547 The MicroStrategy Tutorial schema........................................... 549 Geography schema ............................................................. 551 Products schema ................................................................. 552 Customers schema .............................................................. 553 Time schema ....................................................................... 554 Promotions schema ............................................................. 554 Sales fact tables .................................................................. 555 Inventory fact tables............................................................. 556 Miscellaneous fact tables..................................................... 556 B. Data types Description ............................................................................... 559 Mapping data sources to MicroStrategy data types................... 560 Format types.............................................................................. 561 Big Decimal................................................................................ 562 © 2005 MicroStrategy, Inc. xv
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Contents
Advanced Reporting Guide Using the Big Decimal data type.......................................... 562 C. Pass-through Description ............................................................................... 565 Expressions The Apply functions ................................................................... 566 Function syntax.......................................................................... 567 Argument types.......................................................................... 568 Upgrading database types......................................................... 568 Changing database types .......................................................... 568 Syntax examples ....................................................................... 569 ApplySimple ......................................................................... 569 ApplyAgg ............................................................................. 570 ApplyOLAP .......................................................................... 571 ApplyComparison ................................................................ 571 ApplyLogic ........................................................................... 572 D. Advanced Data Introduction.............................................................................. 573 Modeling Attribute relationship .................................................................. 574 Many-to-many relationships....................................................... 575 Loss of analytical capability ................................................. 575 Multiple counting .................................................................. 577 Working with many-to-many relationships ........................... 580 Joint child relationships.............................................................. 583 What is a joint child relationship?......................................... 583 Supporting joint child relationships ...................................... 584 Attribute roles............................................................................. 586 Automatic attribute role recognition ..................................... 588 Explicit table aliasing ........................................................... 589 E. Logical and Introduction.............................................................................. 591 Mathematical What is an operator? ................................................................. 592 Operators for Filtering Logical operators ................................................................. 592 Comparison operators ......................................................... 595 Rank and percent operators ................................................ 597 Pattern operators ................................................................. 598 F. Warehouse Catalog Introduction.............................................................................. 599 SQL Customizing Catalog SQL statements....................................... 600 xvi © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Contents The table name space ......................................................... 600 SQL template strings and incomplete Catalog SQL ............ 601 Structure of Catalog Table SQL................................................. 601 Structure of Full Catalog SQL.................................................... 602 Default Warehouse Catalog SQL .............................................. 603 G. Project Creation Introduction.............................................................................. 607 Assistant Before you begin........................................................................ 608 Plan your project .................................................................. 608 Create the metadata database ............................................ 609 Project creation.......................................................................... 609 Initialize/create the project ................................................... 610 Select tables from the Warehouse Catalog ......................... 610 Create facts ......................................................................... 613 Create attributes .................................................................. 614 Project completion ............................................................... 616 Additional schema configurations .............................................. 616 H. ETL Information Description ............................................................................... 619 Report ETL information.............................................................. 620 I. Desktop Commands Introduction.............................................................................. 621 Background................................................................................ 622 Why would you use Desktop Commands? ................................ 622 Setting the Desktop homepage ................................................. 623 Viewing the Desktop commands ............................................... 625 Commands ................................................................................ 626 ChangeView ........................................................................ 626 Editor ................................................................................... 628 Execute ................................................................................ 628 ExecuteDocument ............................................................... 629 ExecuteReport ..................................................................... 630 Open .................................................................................... 631 Reset ................................................................................... 633 Shortcut ............................................................................... 633 © 2005 MicroStrategy, Inc. xvii
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Contents
Advanced Reporting Guide J. Formatting Default Introduction.............................................................................. 635 Values Number ................................................................................ 636 Alignment ............................................................................. 636 Font...................................................................................... 636 Border .................................................................................. 637 Patterns ............................................................................... 637 Banding................................................................................ 638 Glossary ................................................................................... 639 Index ......................................................................................... 661 xviii © 2005 MicroStrategy, Inc.
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PREFACE
Document description The MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics in the MicroStrategy query and reporting products. This guide assumes and continues to build on a basic understanding of information provided in the Basic Reporting Guide. It uses Business Scenarios to provide examples of each concept illustrated. The MicroStrategy Tutorial, MicroStrategy’s sample warehouse, metadata, and project are at the center of each of these examples. Information about the MicroStrategy Tutorial may be found in Introduction to MicroStrategy. By the end of this document, you will have an understanding of the important concepts required to build sophisticated reports using the MicroStrategy platform. © 2005 MicroStrategy, Inc. xix
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Advanced Reporting Guide Who should use this guide This document is designed for • Report Designers who will be creating advanced reports and reporting objects such as templates, metrics, filters, drill maps, and so on • Project Designers who will be creating advanced schema objects such as facts, attributes, hierarchies, and so on • Analysts who will be performing advanced report manipulations Prerequisites Before working with this document, you should be familiar with • projects, attributes, facts, and metrics • simple project and report creation • SQL statements Objectives After reading this manual, you will be able to • understand the difference between the view definition and the data definition of a report, and know which report execution steps belong to each • create advanced metrics using functionality such as conditionality, dimension level, and transformation • understand what Catalog SQL is and how to use it • create facts using column aliases, level extensions, fact relations, and other advanced fact concepts • create advanced attributes xx Who should use this guide © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Preface • apply filters and report limits to reports • build transformations • create prompts • set up custom groups • use data mart reports • customize SQL statements • employ advanced document layouts • partition fact tables • use pass-through expressions About this book This book is divided into chapters and reference appendices. The chapters provide concepts about individual topics, such as metrics, data marting, hierarchies, and so on. Each chapter begins with a brief overview of the content. The chapter is then divided into subsections organized in the best method to promote learning. If applicable, a series of steps is provided to carry out the task description and facilitate the learning process. When you need specific information about a task, use the table of contents or index to locate the information quickly. © 2005 MicroStrategy, Inc. About this book xxi
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Preface
Advanced Reporting Guide Typographical standards For online and printed documentation MicroStrategy online and hard copy documentation follows presentation conventions and cues to help you locate, identify, and understand important concepts and procedures. The following table lists these conventions. Type Indicates bold • button names, check boxes, dialog boxes, options, lists, and menus that are the focus of actions or part of a list of such GUI elements and their definitions • text to be entered by the user italic • new terms defined within the text and in the glossary • names of other product manuals • when part of a command syntax, indicates variable information to be replaced by the user Courier • calculations font • code samples • registry keys • path and file names • URLs • messages displayed in the screen UPPERCASE • keyboard command key (such as ENTER) • shortcut key (such as CTRL+V) + A keyboard command that calls for the use of more than one key (for example, SHIFT+F1) xxii Typographical standards © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Preface For printed documentation only The following are explanations of the font style changes, icons, and different types of notes that you see in this guide. Actions References to screen elements and keys that are the focus of actions are in bold Arial font style. Following is an example: 1 Click Select Warehouse. Code References to code, formulas, or calculations within paragraphs are formatted in regular Courier New font style. Following is an example: Sum(revenue)/number of months. Data entry References to literal data you must type in an exercise or procedure are in bold Arial font style. References to data you type in that could vary from user to user or system to system are in bold italic Arial font style. Following is an example: Type cmdmgr -f scriptfile.scp and press ENTER. Type copy c:filename d:foldernamefilename Keyboard keys References to a keyboard key or shortcut keys are in uppercase letters. Following is an example: To bold the selected text, press CTRL+B. © 2005 MicroStrategy, Inc. Typographical standards xxiii
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Preface
Advanced Reporting Guide New terms New terms to note are in regular italic font style. These terms are defined when they are first encountered in the course material. Following is an example: The aggregation level is the level of calculation for the metric. Notes and warnings A note icon indicates helpful information. A warning icon calls your attention to very important information that should be read before continuing the course. Heading icons The following heading icons are used to indicate specific practice and review sections: Precedes a Case Study. Case Studies are real-life examples of companies that are using MicroStrategy. Precedes a Business Scenario. Business Scenarios are examples from the MicroStrategy Tutorial. They explain how to accomplish complex tasks using MicroStrategy. xxiv Typographical standards © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Preface Resources Product documentation MicroStrategy documentation includes a full set of product manuals designed to help you find the information you need to install, configure, design, and administer your Business Intelligence and Narrowcast Server, as well as full SDK documentation to help you extend MicroStrategy and integrate it with your existing applications. A list of documentation links is available to access all documentation installed from your CD-ROM. Most of these documents have been provided in Acrobat Portable Document format (PDF). Adobe Acrobat Reader 4.0 is required to view these documents. If you do not have Acrobat Reader installed on your computer, you can download it from www.adobe.com. Installed documentation To access an installed manual 1 From the Windows Start menu, choose Programs, MicroStrategy, then Product Manuals. A Web page opens with a list of available manuals in PDF format. 2 Click the link for the desired manual. 3 Some information is provided in HTML help format. When you select one of these guides, the File Download dialog box opens. Select Open this file from its current location, and click OK. © 2005 MicroStrategy, Inc. Resources xxv
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Preface
Advanced Reporting Guide If bookmarks are not visible on the left side of an Acrobat document, click the Bookmarks and Page from the View menu, then select the topic and section you want to see. You can also scroll from the title page of the guide to its table of contents, and select from there the topic you want to read. The following documents are provided on your CD-ROM in Acrobat Portable Document format (PDF): MicroStrategy Overview • Introduction to MicroStrategy: Evaluation Guide • MicroStrategy Quick Start Guide Manuals for Query, Reporting, and Analysis Products • MicroStrategy Installation and Configuration Guide • MicroStrategy Upgrade Guide • MicroStrategy Basic Reporting Guide • MicroStrategy Advanced Reporting Guide • MicroStrategy Document Creation Guide • MicroStrategy System Administration Guide • MicroStrategy Analytical Functions Reference • MicroStrategy Web SDK The Web SDK is available in the MicroStrategy Developer Library, which is sold as part of the MicroStrategy SDK. Manuals for Information Delivery and Alerting Products • MicroStrategy Narrowcast Server Getting Started Guide xxvi Resources © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Preface • MicroStrategy Narrowcast Server Installation and Configuration Guide • MicroStrategy Narrowcast Server Application Designer Guide • MicroStrategy Narrowcast Server System Administrator Guide • MicroStrategy Narrowcast Server Upgrade Guide Manuals for Analytics Modules • Business Intelligence Developer Kit (BIDK) Installation and Porting Guide • Customer Analysis Module Reference • Sales Force Analysis Module Reference • Web Traffic Analysis Module Reference • Financial Reporting Analysis Module Reference • Sales and Distribution Analysis Module Reference • Human Resources Analysis Module Reference Software Development Kits • MicroStrategy Developer Library • MicroStrategy Web SDK The Web SDK is available in the MicroStrategy Developer Library, which is sold as part of the MicroStrategy SDK. • Narrowcast Server SDK Guide © 2005 MicroStrategy, Inc. Resources xxvii
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Preface
Advanced Reporting Guide International support MicroStrategy supports several locales. Support for a locale typically includes native database and operating system support, support for date formats, decimal formats, currency symbols, etc. and availability of translated interfaces and documentation. The level of support is defined in terms of the components of a MicroStrategy Business Intelligence environment. A MicroStrategy Business Intelligence environment consists of the following components, collectively known as a “configuration”: • warehouse, metadata, and statistics databases • MicroStrategy Intelligence Server • MicroStrategy Web Server • MicroStrategy Desktop client • Web browser MicroStrategy is certified in homogeneous configurations (where all the components lie in the same locale) in the following languages—English (US), French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Spanish, Chinese (simplified) and Swedish. MicroStrategy also provides limited support for heterogeneous configurations (where some of the components may lie in different locales). Please contact MicroStrategy Technical Support for more details. A translated user interface is available in each of the above languages. In addition, translated versions of the online help files and product documentation are available in several of the above languages. User assistance The following paragraphs describe the types of assistance available to answer questions you may have regarding MicroStrategy products. xxviii User assistance © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Preface Online help MicroStrategy provides several modes of access to online help: • From the Help menu, by selecting Contents and Index to see the main table of contents for the help system • By pressing F1 to see context-sensitive help addressing the function or task you are currently performing Technical Support If you have questions about a specific MicroStrategy product, you should: 1 Consult the product guides, online help, readme files, and release notes 2 Consult the online knowledge base at http://www.microstrategy.com/support/ k_base/index.asp A technical administrator in your organization can probably help you resolve some of your issues immediately. 3 If the resources listed in steps 1 and 2 do not provide you with a solution, contact MicroStrategy Technical Support directly. To ensure the most effective and productive relationship with MicroStrategy Technical Support, review the Policies and Procedures document posted at http://www.microstrategy.com/Support/ Policies. Please refer to the terms of your purchase agreement to determine the type of support available to you. The table on the following page shows where, when, and how to contact MicroStrategy Technical Support. If you are unable to reach MicroStrategy Technical Support by phone during the hours of operation, you have the option to leave a voicemail message or send electronic mail. © 2005 MicroStrategy, Inc. User assistance xxix
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Advanced Reporting Guide North E-mail: support@microstrategy.com America Web: https://support.microstrategy.com Fax: (703) 848–8710 Phone: (703) 848–8700 Message: (703) 848-8709 Hours: 9:00 A.M.–7:00 P.M. Eastern Time (1400–0000 GMT), Monday–Friday except holidays Europe, the E-mail: eurosupp@microstrategy.com Middle East, Web: https://support.microstrategy.com and Africa Fax: +44 (0) 208 396 0001 (EMEA) The European Technical Support Centre is closed on certain public holidays. These holidays reflect the national public holidays in each country. Phone: • United Kingdom: +44 (0) 208 396 0085 • Benelux: +31 20 346 9210 • Finland: +35 8 9 6937 9620 • France: +33 1 41 91 86 49 • Germany: +49 69 95096206 • Ireland: +35 3 1242 1522 • Italy: +39 02696 33 456 • Spain: +34 91 406 90 10 • International distributors: +44 (0) 208 396 0080 Hours: • United Kingdom: 9:00 A.M.–6:00 P.M. GMT, Monday-Friday except holidays • Mainland Europe: 9:00 A.M.–6:00 P.M. CET, Monday-Friday except holidays Asia Pacific E-mail: apsupport@microstrategy.com Web: https://support.microstrategy.com Fax: +81 3 5456 5464 Phone: • APAC (except Korea): +81 3 5456 5618 • Korea: +82 2 565 2525 Hours: 9:00 A.M.–6:00 P.M. JST (Tokyo), Monday-Friday except holidays Latin America E-mail: latamsupport@microstrategy.com Web: https://support.microstrategy.com Fax: +55 11 3044 4088 Phone: LATAM (except Argentina): +55 11 3054 1010 Argentina: 0 800 444 MSTR Hours: 9:00 A.M.–6:00 P.M. (San Paulo), Monday–Friday except holidays xxx User assistance © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Preface Technical Support may be obtained by a Customer’s Support Liaisons. A "Support Liaison" is defined as a person whom the customer has designated as a point-of-contact with MicroStrategy’s support personnel. All customer inquiries and case communications must come through these named individuals. The customer may designate two employees to serve as their Support Liaisons. Customers may change their Support Liaisons two times per year, if necessary, so long as they provide written notice to MicroStrategy Technical Support of such change. During the course of troubleshooting and researching issues, MicroStrategy Technical Support personnel may make recommendations that require administrative privileges on the MicroStrategy projects or that assume that the designated liaison has a security level that permits them to fully manipulate the MicroStrategy projects and has access to potentially sensitive project data such as security filter definitions. Although not a requirement, we recommend that customers only designate Support Liaisons who have permissions to be MicroStrategy project administrators. This will eliminate security conflicts and improve case resolution time. When contacting MicroStrategy Technical Support, please provide the following information: • name (first and last) • company • customer site (if different from company) • phone and fax numbers • e-mail address • MicroStrategy software product(s) being used, including version nubmer(s) • error message(s) • brief description of the case • priority of the case • steps taken to troubleshoot the case thus far © 2005 MicroStrategy, Inc. User assistance xxxi
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Preface
Advanced Reporting Guide If the Support Liason is unable to reach MicroStrategy Technical Support, the Support Liason can leave a voice mail message or contact Technical Support via e-mail. The Support Liason should include the following information in his/her message: • name • company • brief description of the case • preferred contact method and contact information If this is your first call, you should also be prepared to provide the following: • street address • phone number • fax number • e-mail address To help your Technical Support representative work with you to resolve the problem promptly and effectively, be prepared to provide the following additional information: • issue number—please keep a record of the number assigned to each problem logged with MicroStrategy Technical Support, and be ready to provide it when inquiring about an existing issue • software version and product registration numbers of the MicroStrategy software products you are using xxxii User assistance © 2005 MicroStrategy, Inc.
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Advanced Reporting Guide
Preface • problem description: – What causes the condition to occur? – Does the condition occur sporadically or each time a certain action is performed? – Does the condition occur on all machines or just on one? – When did the condition first occur? – What events took place immediately prior to the first occurrence of the condition (for example, a major database load, a database move, a software upgrade)? – If there was an error message, what was its exact wording? – What steps have you taken to isolate and resolve the issue? What were the results? • system configuration (the information needed for this purpose depends on the nature of the problem; not all items listed may be necessary): – computer hardware specifications (processor speed, RAM, disk space, and so on) – network protocol used – ODBC driver manufacturer and version – database gateway software version – (for MicroStrategy Web-related problems) browser manufacturer and version – (for MicroStrategy Web-related problems) Web server manufacturer and version If the issue requires additional investigation or testing, you and the MicroStrategy Technical Support representative should agree on certain action items to be performed. You should perform any agreed-upon actions before contacting Technical Support again regarding the issue. If the Technical Support representative is responsible for an action item, you may call Technical Support at any time to inquire about the status of the issue. © 2005 MicroStrategy, Inc. User assistance xxxiii
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Preface
Advanced Reporting Guide Feedback Please send any comments or suggestions about user documentation for MicroStrategy products to: docfeedback@microstrategy.com Send suggestions for product enhancements to: support@microstrategy.com When you provide feedback to us, please include the name and version of the products you are currently using. Your feedback is important to us as we prepare for future releases. xxxiv Feedback © 2005 MicroStrategy, Inc.
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1 1.
INTRODUCTION TO ADVANCED REPORTING Introduction Before you start reading this guide, you should review the concepts described in the Installation and Configuration Guide. This introduction summarizes the steps for setting up a project and explains the terms you should be familiar with before moving on to advanced reporting features. You can also set up a project using the Project Creation Wizard, as described in Appendix G, Project Creation Assistant. By the end of this chapter, you should understand what is involved in creating a report and how to proceed through the rest of this guide. © 2005 MicroStrategy, Inc. 1
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